Responsibilities:

• Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections.
• Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers.
• Promote long term client relationships and enhance the company's value proposition.
• Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

• University graduate, preferably major in Business Administration, Accounting, Finance or Economics
• Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
• 5 years' solid experience in serving high-net-worth customers (less experience may also be considered)
• Strong analytical skills and solid track record in developing relationships with customers
• Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Interested Parties shall send your cv to talent @wedo-search.com or reach us at +852 5182 2655 for private discussions.